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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-03-10 |
| TX | RA | APPROVED | 2026-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2016 | 03/2026 |
| Lpl Financial Llc | Athens | AL | 03/2026 | Present |
1) 2026-03-09 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Cornerstone Private Wealth - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-01-16 - 40hrs/mth - 40hrs/mth during trading 2) 2026-03-09 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Cornerstone Wealth Advisors - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-01-16 - 120hrs/mth - 120hrs/mth during trading 3) 2026-05-14 - Pope Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Y - at reported business location(s) - 2026-05-14 - 120hrs/mth - 120hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-11 |
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